401k Plan data: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN plan

SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 401k Plan overview

Plan Name	SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN
Plan identification number	502

SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

SOUTHWEST RESEARCH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST RESEARCH INSTITUTE

Employer identification number (EIN): 741070544

NAIC Classification: 541700

Additional information about SOUTHWEST RESEARCH INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1966-10-13

Company Identification Number: 0022861301

Legal Registered Office Address: 6220 CULEBRA RD

SAN ANTONIO
United States of America (USA)
78238

More information about SOUTHWEST RESEARCH INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01
502 2021-01-01
502 2020-01-01
502 2019-01-01
502 2018-01-01
502 2017-01-01 BETH ANN RAFFERTY
502 2016-01-01 BETH ANN RAFFERTY
502 2015-01-01 BETH ANN RAFFERTY
502 2014-01-01 BETH ANN RAFFERTY
502 2013-01-01 BETH ANN RAFFERTY
502 2012-01-01 BETH ANN RAFFERTY BETH ANN RAFFERTY 2013-10-08
502 2011-01-01 BETH ANN RAFFERTY BETH ANN RAFFERTY 2012-10-12
502 2010-01-01 BETH ANN RAFFERTY BETH ANN RAFFERTY 2011-09-09
502 2009-01-01 JOHN F. SPRENCEL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2022-01-01
502	2021-01-01
502	2020-01-01
502	2019-01-01
502	2018-01-01
502	2017-01-01	BETH ANN RAFFERTY
502	2016-01-01	BETH ANN RAFFERTY
502	2015-01-01	BETH ANN RAFFERTY
502	2014-01-01	BETH ANN RAFFERTY
502	2013-01-01	BETH ANN RAFFERTY
502	2012-01-01	BETH ANN RAFFERTY	BETH ANN RAFFERTY	2013-10-08
502	2011-01-01	BETH ANN RAFFERTY	BETH ANN RAFFERTY	2012-10-12
502	2010-01-01	BETH ANN RAFFERTY	BETH ANN RAFFERTY	2011-09-09
502	2009-01-01	JOHN F. SPRENCEL

Plan Statistics for SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN

401k plan membership statisitcs for SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN

Measure Date Value
2022: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,815
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,843
Number of retired or separated participants receiving benefits 2022-01-01 69
Total of all active and inactive participants 2022-01-01 2,912
2021: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,824
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,759
Number of retired or separated participants receiving benefits 2021-01-01 56
Total of all active and inactive participants 2021-01-01 2,815
2020: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,745
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,749
Number of retired or separated participants receiving benefits 2020-01-01 75
Total of all active and inactive participants 2020-01-01 2,824
2019: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,599
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,682
Number of retired or separated participants receiving benefits 2019-01-01 63
Total of all active and inactive participants 2019-01-01 2,745
2018: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,533
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,531
Number of retired or separated participants receiving benefits 2018-01-01 68
Total of all active and inactive participants 2018-01-01 2,599
2017: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,628
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,475
Number of retired or separated participants receiving benefits 2017-01-01 58
Total of all active and inactive participants 2017-01-01 2,533
2016: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,714
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,569
Number of retired or separated participants receiving benefits 2016-01-01 59
Total of all active and inactive participants 2016-01-01 2,628
2015: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,743
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,662
Number of retired or separated participants receiving benefits 2015-01-01 52
Total of all active and inactive participants 2015-01-01 2,714
2014: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,793
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,681
Number of retired or separated participants receiving benefits 2014-01-01 62
Total of all active and inactive participants 2014-01-01 2,743
2013: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,552
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,742
Number of retired or separated participants receiving benefits 2013-01-01 51
Total of all active and inactive participants 2013-01-01 2,793
2012: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,988
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,542
Number of retired or separated participants receiving benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 2,552
2011: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,181
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,952
Number of retired or separated participants receiving benefits 2011-01-01 36
Total of all active and inactive participants 2011-01-01 2,988
2010: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3,287
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3,052
Number of retired or separated participants receiving benefits 2010-01-01 129
Total of all active and inactive participants 2010-01-01 3,181
2009: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,285
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3,138
Number of retired or separated participants receiving benefits 2009-01-01 149
Total of all active and inactive participants 2009-01-01 3,287

Measure	Date	Value
2022: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,815
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,843
Number of retired or separated participants receiving benefits	2022-01-01	69
Total of all active and inactive participants	2022-01-01	2,912
2021: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,824
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,759
Number of retired or separated participants receiving benefits	2021-01-01	56
Total of all active and inactive participants	2021-01-01	2,815
2020: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,745
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,749
Number of retired or separated participants receiving benefits	2020-01-01	75
Total of all active and inactive participants	2020-01-01	2,824
2019: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,599
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,682
Number of retired or separated participants receiving benefits	2019-01-01	63
Total of all active and inactive participants	2019-01-01	2,745
2018: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,533
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,531
Number of retired or separated participants receiving benefits	2018-01-01	68
Total of all active and inactive participants	2018-01-01	2,599
2017: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,628
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,475
Number of retired or separated participants receiving benefits	2017-01-01	58
Total of all active and inactive participants	2017-01-01	2,533
2016: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,714
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,569
Number of retired or separated participants receiving benefits	2016-01-01	59
Total of all active and inactive participants	2016-01-01	2,628
2015: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,743
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,662
Number of retired or separated participants receiving benefits	2015-01-01	52
Total of all active and inactive participants	2015-01-01	2,714
2014: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,793
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,681
Number of retired or separated participants receiving benefits	2014-01-01	62
Total of all active and inactive participants	2014-01-01	2,743
2013: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,552
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,742
Number of retired or separated participants receiving benefits	2013-01-01	51
Total of all active and inactive participants	2013-01-01	2,793
2012: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,988
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,542
Number of retired or separated participants receiving benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	2,552
2011: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,181
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,952
Number of retired or separated participants receiving benefits	2011-01-01	36
Total of all active and inactive participants	2011-01-01	2,988
2010: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3,287
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3,052
Number of retired or separated participants receiving benefits	2010-01-01	129
Total of all active and inactive participants	2010-01-01	3,181
2009: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,285
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3,138
Number of retired or separated participants receiving benefits	2009-01-01	149
Total of all active and inactive participants	2009-01-01	3,287

Financial Data on SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN

Measure	Date	Value
2022 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$33,302,240
Total of all expenses incurred	2022-12-31	$32,779,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$32,763,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$33,280,710
Value of total assets at end of year	2022-12-31	$4,277,450
Value of total assets at beginning of year	2022-12-31	$3,754,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,681
Total interest from all sources	2022-12-31	$21,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$12,183,937
Administrative expenses (other) incurred	2022-12-31	$15,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$522,864
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,277,450
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,754,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$4,277,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,754,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,754,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$21,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$21,096,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$32,763,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RSM US, LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$400,000
Total income from all sources (including contributions)	2021-12-31	$33,783,488
Total of all expenses incurred	2021-12-31	$33,143,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$33,130,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$33,767,254
Value of total assets at end of year	2021-12-31	$3,754,586
Value of total assets at beginning of year	2021-12-31	$3,514,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,312
Total interest from all sources	2021-12-31	$16,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$12,164,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$400,000
Administrative expenses (other) incurred	2021-12-31	$13,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$640,058
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,754,586
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,114,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,754,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,514,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,514,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$16,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$21,602,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$33,130,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RSM US, LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$400,000
Total income from all sources (including contributions)	2020-12-31	$26,203,343
Total of all expenses incurred	2020-12-31	$25,904,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$25,891,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$26,157,477
Value of total assets at end of year	2020-12-31	$3,514,528
Value of total assets at beginning of year	2020-12-31	$2,815,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,247
Total interest from all sources	2020-12-31	$45,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$12,060,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$400,000
Administrative expenses (other) incurred	2020-12-31	$12,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$299,172
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,114,528
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,815,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,514,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,815,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,815,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$45,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$14,097,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$25,891,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US, LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$27,472,898
Total of all expenses incurred	2019-12-31	$27,115,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$27,104,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$27,426,225
Value of total assets at end of year	2019-12-31	$2,815,356
Value of total assets at beginning of year	2019-12-31	$2,457,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,139
Total interest from all sources	2019-12-31	$46,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$11,039,167
Administrative expenses (other) incurred	2019-12-31	$11,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$357,534
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,815,356
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,457,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,815,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,457,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,457,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$46,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$16,387,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$27,104,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$22,400,137
Total of all expenses incurred	2018-12-31	$22,622,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$22,610,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$22,360,855
Value of total assets at end of year	2018-12-31	$2,457,822
Value of total assets at beginning of year	2018-12-31	$2,680,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,680
Total interest from all sources	2018-12-31	$39,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$10,702,305
Administrative expenses (other) incurred	2018-12-31	$11,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-222,397
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,457,822
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,680,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,457,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,680,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,680,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$39,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$11,658,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$22,610,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$27,814,406
Total of all expenses incurred	2017-12-31	$27,845,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$27,833,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$27,783,954
Value of total assets at end of year	2017-12-31	$2,680,219
Value of total assets at beginning of year	2017-12-31	$2,711,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,769
Total interest from all sources	2017-12-31	$30,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$10,803,141
Administrative expenses (other) incurred	2017-12-31	$11,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-31,318
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,680,219
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,711,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,680,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,711,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,711,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$30,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$16,980,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$27,833,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$29,599,392
Total of all expenses incurred	2016-12-31	$29,538,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$29,526,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$29,571,410
Value of total assets at end of year	2016-12-31	$2,711,537
Value of total assets at beginning of year	2016-12-31	$2,650,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,671
Total interest from all sources	2016-12-31	$27,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$11,277,248
Administrative expenses (other) incurred	2016-12-31	$11,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$61,311
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,711,537
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,650,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,711,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,650,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,650,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$27,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$18,294,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$29,526,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$29,472,441
Total of all expenses incurred	2015-12-31	$29,266,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$29,254,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$29,444,773
Value of total assets at end of year	2015-12-31	$2,650,226
Value of total assets at beginning of year	2015-12-31	$2,443,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,247
Total interest from all sources	2015-12-31	$27,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$10,966,536
Administrative expenses (other) incurred	2015-12-31	$11,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$206,421
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,650,226
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,443,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,650,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,443,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,443,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$27,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$18,478,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$29,254,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PADGETT STRATEMANN & COMPANY, LLP
Accountancy firm EIN	2015-12-31	741650885
2014 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$28,591,346
Total of all expenses incurred	2014-12-31	$28,548,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$28,537,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$28,559,921
Value of total assets at end of year	2014-12-31	$2,443,805
Value of total assets at beginning of year	2014-12-31	$2,401,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,058
Total interest from all sources	2014-12-31	$31,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$10,068,973
Administrative expenses (other) incurred	2014-12-31	$11,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$42,367
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,443,805
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,401,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,443,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,401,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,401,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$31,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$18,490,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$28,537,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PADGETT STRATEMANN & COMPANY, LLP
Accountancy firm EIN	2014-12-31	741650885
2013 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$30,206,441
Total of all expenses incurred	2013-12-31	$30,179,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$30,168,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$30,168,674
Value of total assets at end of year	2013-12-31	$2,401,438
Value of total assets at beginning of year	2013-12-31	$2,374,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,966
Total interest from all sources	2013-12-31	$37,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$9,748,812
Administrative expenses (other) incurred	2013-12-31	$10,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$26,801
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,401,438
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,374,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,401,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,374,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,374,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$37,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$20,419,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$30,168,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ERNST & YOUNG
Accountancy firm EIN	2013-12-31	346565596
2012 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$29,855,072
Total of all expenses incurred	2012-12-31	$29,821,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$29,810,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$29,810,542
Value of total assets at end of year	2012-12-31	$2,374,637
Value of total assets at beginning of year	2012-12-31	$2,341,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,947
Total interest from all sources	2012-12-31	$44,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$9,649,138
Administrative expenses (other) incurred	2012-12-31	$10,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$33,583
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,374,637
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,341,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,374,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,341,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,341,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$44,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$20,161,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$29,810,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ERNST AND YOUNG LLP
Accountancy firm EIN	2012-12-31	346565596
2011 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$28,735,434
Total of all expenses incurred	2011-12-31	$29,229,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$29,218,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$28,669,691
Value of total assets at end of year	2011-12-31	$2,341,054
Value of total assets at beginning of year	2011-12-31	$2,835,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,780
Total interest from all sources	2011-12-31	$65,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$7,762,998
Administrative expenses (other) incurred	2011-12-31	$11,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-494,357
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,341,054
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,835,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,341,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,835,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,835,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$65,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$20,906,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$29,218,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ERNST AND YOUNG LLP
Accountancy firm EIN	2011-12-31	346565596
2010 : SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$25,230,363
Total of all expenses incurred	2010-12-31	$25,123,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$25,111,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$25,142,308
Value of total assets at end of year	2010-12-31	$2,835,411
Value of total assets at beginning of year	2010-12-31	$2,728,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,948
Total interest from all sources	2010-12-31	$88,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$7,410,462
Administrative expenses (other) incurred	2010-12-31	$11,948
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$100,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$107,165
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,835,411
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,728,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,835,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,628,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,628,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$88,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$17,731,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$25,111,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST AND YOUNG LLP
Accountancy firm EIN	2010-12-31	346565596

Form 5500 Responses for SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN

2022: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	SOUTHWEST RESEARCH INSTITUTE
Employer identification number (EIN):	741070544
NAIC Classification:	541700

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1966-10-13
Company Identification Number:	0022861301
Legal Registered Office Address:	6220 CULEBRA RD SAN ANTONIO United States of America (USA) 78238